WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 37 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363,102 | -9.3% | 8,220 | -5.7% | 0.03% | -6.9% |
| Q2 2023 | $400,518 | +4.2% | 8,720 | -2.2% | 0.03% | 0.0% |
| Q1 2023 | $384,527 | +104962.0% | 8,920 | +0.0% | 0.03% | 0.0% |
| Q4 2022 | $366 | -99.9% | 8,919 | -5.3% | 0.03% | -3.3% |
| Q3 2022 | $360,000 | -18.2% | 9,417 | -12.9% | 0.03% | -11.8% |
| Q2 2022 | $440,000 | -15.7% | 10,810 | +0.0% | 0.03% | -2.9% |
| Q1 2022 | $522,000 | -8.9% | 10,809 | -3.3% | 0.04% | -5.4% |
| Q4 2021 | $573,000 | +6.1% | 11,182 | -3.2% | 0.04% | -2.6% |
| Q3 2021 | $540,000 | -0.9% | 11,551 | -0.8% | 0.04% | 0.0% |
| Q2 2021 | $545,000 | +6.7% | 11,650 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $511,000 | +4.5% | 11,650 | -2.9% | 0.04% | -2.6% |
| Q4 2020 | $489,000 | +8.7% | 12,000 | -2.8% | 0.04% | -2.5% |
| Q3 2020 | $450,000 | -4.3% | 12,350 | -12.0% | 0.04% | -11.1% |
| Q2 2020 | $470,000 | +13.5% | 14,040 | -7.0% | 0.04% | -2.2% |
| Q1 2020 | $414,000 | -31.3% | 15,096 | -7.7% | 0.05% | -16.4% |
| Q4 2019 | $603,000 | +6.7% | 16,353 | -1.9% | 0.06% | -1.8% |
| Q3 2019 | $565,000 | -5.4% | 16,668 | -7.0% | 0.06% | -6.7% |
| Q2 2019 | $597,000 | -7.9% | 17,918 | -10.8% | 0.06% | -7.7% |
| Q1 2019 | $648,000 | +8.2% | 20,091 | -4.7% | 0.06% | -4.4% |
| Q4 2018 | $599,000 | -16.6% | 21,091 | -1.6% | 0.07% | -4.2% |
| Q3 2018 | $718,000 | – | 21,441 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 494,957 | $25,379,000 | 18.66% |
| Charter Oak Capital Management, LLC | 202,372 | $10,377,000 | 1.21% |
| Opes Wealth Management LLC | 8,525 | $437,000 | 0.14% |
| Redhawk Wealth Advisors, Inc. | 9,230 | $473,000 | 0.12% |
| GPS Wealth Strategies Group, LLC | 8,909 | $457,000 | 0.10% |
| CFS Investment Advisory Services, LLC | 7,884 | $359,000 | 0.05% |
| Institute for Wealth Management, LLC. | 5,019 | $257,000 | 0.04% |
| SPINNAKER TRUST | 11,182 | $573,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 4,188 | $215,000 | 0.04% |
| COURIER CAPITAL LLC | 5,531 | $284,000 | 0.03% |